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Municipal Bond Underwriting Study Material

Here are some additional resources on municipal bond underwriting you may find useful:   http://www.bondbuyer.com/ https://www.tm3.com/homepage/homepage.jsf?ur=y https://officialstatements.swst.com/pdfs/E%20Montgomery%20MUD%203%20TX.pdf http://tm3web1.tm3.com/refer/usermanual/docs/Primary_Markets.pdf http://www.msrb.org/msrb1/pdfs/Financing-Team.pdf http://www.msrb.org/msrb1/pdfs/Professionals-In-Competitive-Transaction.pdf         Preleminiary Official Statements_MIMason01a_POS Notice of bond bid acceptance MI_Mason0130      

Stock Margin Excel Worksheet

Stock Margin Worksheet The link above will let you download an Excel Worksheet and allow you to see what margin requirements are needed for different situations.  Change the values in the yellow highlighted cells and it changes the results. Have fun

Video Episode 9 Options Part 1

I just posted a new video episode. This is the first one on options. Here is a sample of the 35 min video. After watching this video you should have learned: What are Stock Options Where are options Traded What is a Call or Put Option Premium Time value Intrinsic Value In the money and … Read more

Sample of: Series 7 Podcast Video Episode 7, Municipal Bonds

To purchase the full video: Series 7 Podcast Video Episode 7, Municipal Bonds This is a video designed to help you understand what you need to know about Municipal Bonds in order to pass the FINRA Series 7 Exam. After watching this video you should have learned: How to Calculate Taxable Equivalent Yields (TEY) How … Read more

Sample of: Series 7 Podcast Video Episode 6, Fixed Income Part 3

The full 1 hour video is available for $4.99 at: Series 7 Podcast Video Episode 6 Fixed Income Pt 3 After watching this you should understand: US treasury notes, treasury bills and treasury bonds How are they traded? Hybrid treasury securities such as STRIPS, and how are they created Why would STRIPS be more volatile … Read more

Sample Video Episode 5, Fixed Income Pt. 2

Series 7 Podcast Video Episode 5, Fixed Income Pt. 2 This is a sample of the 44 min video that covers the podcast Episode 5, Fixed Income Part 2. The full video is available for purchase through Gumroad by clicking the link above. After watching the full video you should have an understanding of the … Read more

Sample Video of Episode 2 Preferred Stocks

If you would like to purchase the full 30+ min. video that covers the topic of preferred stocks and what you would need to know on this topic for the series 7 examination. The suggested price for the video is $4.99. However, you may pay what you think it is worth by clicking the link … Read more

Video series Episode 1, Common Stocks

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Podcast: Play in new window | Download (Duration: 31:12 — 14.3MB)Subscribe: Email | RSS | More This is a portion of the 36 min video produced for this segment (there will be around 50 different segments). If you would like to burchast the full video… Series 7 Podcast Video Episode 1 Common Stocks Please sign … Read more

Series 7 Podcast What Does The FINRA Series 7 Exam Cover

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Podcast: Play in new window | Download (Duration: 8:44 — 4.0MB)Subscribe: Email | RSS | MoreWe talk about what is covered in the Series 7 examination.  Specific areas the questions cover and what needs to be mastered in order to pass the Series 7 examination. Be sure to sign up for your free study outline … Read more